- Kestra Financial (Bellaire, TX)
- …. Assist with administrative and marketing duties. . Potential to become a financial advisor . Qualifications: * Bachelor's Degree preferred * Active 7, 63 ... We are an independent financial planning firm in Bellaire, Texas. The successful...65, or Series 7 and 66 preferred * Texas Insurance License ideal * 3 years or more experience… more
- CVS Health (Austin, TX)
- …analysis, digital data and stakeholder conversations. + Acts as the strategic advisor , provide support, subject matter expertise and guidance to product teams and ... teams + 3+ years of experience in healthcare and/or insurance + Experience working in an agile environment and...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- USAA (San Antonio, TX)
- …the financial services industry and regulatory landscape. + Trusted advisor who effectively guides alignment and decision making through collaboration. + Proven ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...As a principal-level Corporate Affairs Business Partner focused on Insurance , you will serve as a deputy to the… more
- Thrivent Financial (Austin, TX)
- …record of attracting, selecting, and developing financial advisors. + Experience hiring financial advisor on teams. + Once financial advisors are ... and facilitating to drive understanding of concepts and practices that lead to new financial advisor success. + Demonstrated track record of solid sales results… more
- Thrivent Financial (Dallas, TX)
- …Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance , banking and generosity programs to help people ... through: - Community engagement and activation activities in partnership with Thrivent Financial Advisors and their field leaders, and Thrivent Member Networks -… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... the Lead level, you will serve as a strategic advisor , bridging Corporate Affairs with the Property & Casualty...Corporate Affairs with the Property & Casualty and Life Insurance business lines at USAA. You will counsel internal… more
- Cherry Bekaert (Austin, TX)
- …we'd like to hear from you. Let's grow your career as an ** Insurance Audit Manager** supporting our Louisville practice. **We will consider remote applicants for ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more
- Truist (Fort Worth, TX)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more
- JPMorgan Chase (Plano, TX)
- …Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, JP ... US Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You… more
- Truist (Dallas, TX)
- …recruiting top talent from outside the firm as necessary and executing on Financial Advisor retention strategies and objectives. Create a culture of inclusion ... management and compliance, delivering our Purpose-Driven Wealth Experience, and driving advisor retention/recruiting efforts for the market. Following is a summary… more